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Insurance

Guides written for insurance businesses.

Insurance CRM for Small Agencies: CRM vs AMS, Options Compared, and the Follow-Up That Wins New Quotes

What an insurance CRM does that your AMS doesn't, six options compared with checked prices, and the follow-up that turns quotes and lost quotes into policies.

Vlad Gozman

CEO

Insurance

15 min

September 15, 2026

Lead Scoring Criteria for Insurance Brokers in 2026: What to Score When All You Have Is a Quote Request

Every lead scoring guide you can find was written for software buyers who read three blog posts before booking a demo. An insurance lead is a name, a number and a postcode. Here is what to score instead.

Jonathan Davies

Website Lead

Growth Tips

14 min

September 6, 2026

Insurance Email Marketing in 2026: Automate the Follow-Up After a Quote Request

Most insurance email marketing advice assumes you already have a list. An agency list arrives one quote request at a time, and this is the sequence that should follow it.

Cristina Mitu

Lifecycle Marketing Strategist

Growth Tips

14 min

August 31, 2026

Insurance Lead Generation in 2026: Qualify the Lead Before an Agent Calls

Most insurance lead forms collect a name and an email, which tells an agent nothing about whether the person is worth calling. Here is how to qualify the lead first.

Jonathan Davies

Website Lead

Quiz funnel builders for insurance brokers converting quote forms into qualified leads.

Alternatives

32 min

June 18, 2026

9 Best Quiz Funnel Builders for Insurance Brokers in 2026

We scored each tool against the same five criteria, with the broker's day in mind: a prospect who could become a multi-policy, multi-year client, not a single transaction.